After meeting with Apple executives, Goldman Sachs analyst Bill Shope reported that the company appeared "overtly optimistic on the long-term prospects for the iOS platform."

From Apple Insider:

Apple already sells more iPads than Macs, and the impact the iPad is having on PC sales in general (which are shrinking globally) is making a clear imprint on Microsoft's plans for Windows 8.

The new features of Windows 8 demonstrated so far focus entirely upon making the product suitable for use on iPad like devices. Microsoft has even clarified that it will not support emulation of existing Windows apps on new mobile ARM-based tablets, pushing users to move entirely to a new type of apps built using HTML5 and JavaScript.